FLX Casts InFLXtion Points

Just Figure It Out

Release Date: 11.09.22

Host: Mark Spina

Guest(s): Steve Gresham

In this week’s episode, host Mark Spina is joined by Steve Gresham, CEO of The Execution Project, whose upbringing as the oldest of four children with academically gifted parents and access to four grandparents has reminded him from an early age that “you work an average day for average pay.” From making his own curriculum in college to trading securities in the 80s as a 27-year-old, Steve explains the impactful need to just figure it out that has led to an extremely successful career helping transform firms including Fidelity Investments, Merrill Lynch, Charles Schwab, Scotia, and AGF Funds--50 companies in total. Now Steve is pulling the industry together to “rethink retirement” through The Execution Project and helping industry-leading financial advisory firms to realize that adoption is the new innovation, and outstanding potential is often waiting to be unlocked from among an organization's people, technology, and processes.